35 Social Media Theses (PDF)

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Ever since I posted the 35 Social Media Theses, 492 years after Martin Luther posted his 95, I have planned to put them in a one-page PDF, to make them more portable. Here is that document:

35 Social Media Theses (right-click and “Save as” to download.)

  1. Please feel free to make as many photocopies of the document as you would like.
  2. You also may email the file (it’s only 132K) to anyone you think would find it helpful.
  3. And of course, since this is about social media, I encourage you to tweet the link or otherwise share it on Facebook, LinkedIn or other platforms. Digg?

The Creative Commons license simply requires that you not change the original document as you pass it along and that you credit the source.

You will note that within the PDF I have included links to posts or news articles on SMUG or elsewhere that support or explain the various points.

I hope this can be a good discussion starter for you in your workplace or in other organizations you’re trying to get involved in social media.

Let me know how your conversation goes!

Thesis 20: Social media tools enable authentic communication if you don’t purposefully complicate things

Among the most important benefits of social media tools are their ease of use. While updating a static Web site can be onerous, and video shooting, editing and distribution also can be complicated, the beauty of blogs, Flip cameras (or Kodaks) and YouTube is the nimble authenticity they bring to communication.

Of course, it’s possible to develop bureaucratic processes that will completely erase the advantages of social media. By trying to fix perceived shortcomings of the standard social media tools by upgrading production values, you can lose their freshness and authenticity.

Don’t do that. Don’t complicate things.

To encourage you in this, I’m sharing a couple of examples from our Mayo Clinic experience, in which the nimbleness of social media tools enabled us to capture compelling stories that formerly would have been impossible, or at least impractical.

Exhibit A: Sharing Patient Stories

On Friday, September 18, 200, I received a late-afternoon call from one of our Mayo Clinic cardiologists, Dr. Michael Ackerman, telling me about an infant patient from the San Francisco area he had been evaluating. The call came about 3 p.m., and within an hour I was interviewing Trevor’s mom in the courtyard near their hotel. Here’s what she had to say:

See the rest of Brenda’s story.

The Kings were leaving for home the next morning, and if I had been unable to shoot the interview, we would not have been able to tell this story. Getting one of our professional videographers to break away on short notice would have added one more complicating factor to the equation, making it unlikely to work. But with the Flip, we captured the authentic moment.

Here’s another story from Sharing Mayo Clinic about Dr. Ackerman that will warm your heart. It doesn’t necessarily fit the theme of this post, but you should check it out anyway.

Exhibit B: Late-Breaking News

On Tuesday, June 3, 2008 at 8:45 a.m. I got some good news and some bad news. The good news was that one of our Mayo Clinic researchers, Dr. Victor Montori, had a paper being published in a major medical journal, Journal of the American Medical Association, or JAMA.

The bad news: the paper was being published that day, and was coming “off embargo” in just over six hours. This left us no time to prepare a formal news release or shoot and edit broadcast-quality video. In the era before our Mayo Clinic News Blog, we would have had no good options for calling attention to this research.

But since we had the blog and the Flip camera, called Dr. Montori and interviewed him at 10:20. By 11:55 we had uploaded the video to YouTube and had also prepared this blog post about the diabetes research. We sent “pitches” by email and Facebook to some journalists starting at noon, and the next day the Wall Street Journal Health Blog carried the story and embedded this video from our YouTube channel:

These are just two case studies of the practical advantages of using social media tools as more efficient and effective means of doing your work, if you don’t purposefully complicate things.

How have you used the Flip or similar tools for authentic storytelling?

Thesis 14: Strategic Thinking about Social Media is no Substitute for Action

At a certain level, it’s important to think strategically about how your organization will use social media.

After all, if Thesis 4 is true, and if social media really are the defining communications trend of the third millennium, then using these powerful tools in a way that aligns with your overall strategy just makes good business sense.

Strategy is “a plan of action or policy designed to achieve a major or overall aim.” Aimless use of social media is no better than aimless advertising or product development research. It’s never a good idea to devote your organization’s time and resources to an activity that doesn’t relate in some way to an overall strategy. Aimless is pointless.

As B.L. Ochman has chronicled, there’s no shortage of self-proclaimed gurus, experts, specialists and strategists — nearly 16,000 at her last count — on Twitter. She also has a good post on “The only two questions you need to ask your prospective social media agency.” The problem I see with many of the self-proclaimed “gurus” is that they lack experience in tying social media to organizational strategy, and as B.L. says, “they’ll be learning on your dime.”

It’s much better for YOU to learn on your dime. Or your time.

After all, you know the strategic initiatives in your organization. The outside consultants and agencies don’t. Instead of paying them to learn about your organization, why not take the time to learn about social media so you can see how these tools can support your goals?

There is certainly a place for agencies to help in this area, especially if you have more money than time. They may be able to help you refine your plans, and bring perspective from other similar organizations to help you sell management on your plans.

But instead of insisting that you have a grand, fully developed strategy before embarking in social media (and which is accompanied by a hefty planning and consulting price tag that will make the ROI harder to prove,) I would suggest there are some goals compatible with social media strategies that apply for most organizations.

So here are a few goals you might want to pursue in the new year, using social media:

  1. Improving communication and collaboration among employees. Find a work unit in part of your organization that doesn’t deal with your most proprietary or confidential information, and encourage those employees to pilot use of Yammer, PBWiki or other networking and collaboration tools.
  2. Preventing brand-jacking. Claim your organization’s name on popular social networking sites to keep impostors from posing as you. That’s what we did with our Mayo Clinic Twitter account, Facebook page and Mayo Clinic YouTube channel.
  3. Improving customer service. Use social media tools like Twitter to listen to customers. Comcastcares is an example of this.
  4. Reaching niche “audiences” with in-depth content, and helping those “audiences” coalesce into communities. A YouTube channel, blogs and podcasts all may be good tools to use in reaching this goal, as you can provide information and resources to people who really want it, instead of using expensive advertising to interrupt those who don’t.
  5. Learning all you can about social media. By becoming conversant in social media and accustomed to its norms and mores, you’ll see many more specific applications for your work that will support your organization’s goals. I can recommend lots of books, but hands-on experience is essential to understanding. That’s why you might want to become a SMUGgle.

Your social media strategy doesn’t have to be perfect right away. In fact, I believe it should continually evolve as you learn more about the tools and see new applications.

The other point I want to emphasize from the definition of strategy is that it is a “plan of action….” Action without a goal is likely unproductive, but planning without action is even worse. By acting rashly without full consideration you might possibly do the right thing: you could just get lucky. But analysis paralysis means you will consume resources with no hope of accomplishing anything.

So those who seem to be the greatest defenders of strategy run the risk of undermining it.

To avoid this, identify one or two goals for your use of social media, either picking from the list above or something else you have in mind. Goal #5 can always be your personal entry point, if necessary.

Then execute against that plan, putting your strategy into action. General (and later President) Dwight Eisenhower famously said “plans are useless, but planning is indispensable.” I believe his wisdom is best applied in an almost continuous planning process that is accompanied by continuous execution and modification.

Remember, it’s a lot easier to steer a moving car than it is to get it started from a dead stop. If you find yourself going off course, you can always steer back or even tap on the brake. And by choosing some small but well-defined (and likely successful) social media projects, you can build momentum.

In a future post, I’ll tell how we used a series of mini-plans at Mayo Clinic to grow into full-scale incorporation of social media. We’ve had some minor course corrections along the way, but through the process we’ve learned a lot and built momentum that will help carry us forward.

Tweet for Proposals (TFP) on WordPress MU Hosting

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My good friend Lucien Engelen (@zorg20) tells the story of how he used Twitter to find someone able to develop an iPhone application for him in an extremely short time. He says it would have taken him weeks to do an RFP or ask one of his analysts to identify options, and by using Twitter he had the whole project completed (and the app in the iTunes store) within just a couple of weeks or so.

I’m taking a lesson from him, but in a different application, and doing my first TFP, or “Tweet for Proposals.”

Here’s the background:

Our Mayo Clinic blogs, including our Health Policy Blog, News Blog, Podcast Blog and Sharing Mayo Clinic, among others, have been hosted on WordPress.com until this point.

We started with WordPress.com because it was easy, fast, reliable and didn’t require us to dedicate IT resources and servers, and because it would eventually enable us to move to a self-hosted solution without losing Google juice. The URLs would all remain the same, but would be pointed to a different server.

I believe the time for our migration has come, and I would like to move our blogs from WordPress.com to a WordPress MU installation to create an easier growth path and also to give us more flexibility in plug-ins, widget embedding, etc.

Here’s what I think we need:

  1. Help setting up the WordPress MU platform.
  2. Help in migration from our existing WordPress.com blogs to the new platform, including mapping each of the URLs to the MU platform.
  3. Hosting and support that is rock solid and available 24/7. WordPress.com has been excellent in meeting traffic surges and has enabled us to focus on content instead of technical issues.

In essence, I think our ideal provider would have experience in migrating blogs from WordPress.com to the WordPress MU platform, and would currently be hosting several blogs on a WordPress MU installation. We’re not looking for a provider to do anything with content or comment moderation, but solely hosting and technical assistance, managing plug-ins, and otherwise enabling us to gain extended functionality as well as flexibility and scalability.

We could consider hosting on our own servers, and if you would want to propose that kind of model, we would be open to discussing. I would like to see, though, if we could get the 24/7 support from someone who is in the server business instead of expecting it from our IT staff.

I would appreciate it if you would pass this TFP on to anyone you think would be qualified, and I welcome any recommendations you have for suitable providers. Please leave them in the comments below. If you want more information or to discuss this off-line, send me a note here: aase (dot) lee (at) mayo (dot) edu.